Alta Park Capital, LP
27 holdingsFiling period: 2026-06-30Current AUM: $950.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | 52.1K | $118.5M | $79.8M | 8.40% | -- | 2026-06-30 |
| 2 | WDC | WESTERN DIGITAL CORP | 136.2K | $87.0M | $56.1M | 5.91% | +9.7K | 2026-06-30 |
| 3 | MRVL | MARVELL TECHNOLOGY INC | 213.9K | $63.7M | $47.4M | 4.99% | +13.9K | 2026-06-30 |
| 4 | AMAT | APPLIED MATLS INC | 83.5K | $60.4M | $35.2M | 3.70% | -17,969 | 2026-06-30 |
| 5 | TER | TERADYNE INC | 120.8K | $58.4M | $40.2M | 4.23% | +27.2K | 2026-06-30 |
| 6 | AMD | ADVANCED MICRO DEVICES INC | 99.0K | $57.5M | $49.9M | 5.26% | -- | 2026-06-30 |
| 7 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 224.2K | $56.1M | $47.5M | 5.00% | -- | 2026-06-30 |
| 8 | PANW | PALO ALTO NETWORKS INC | 160.6K | $54.8M | $60.2M | 6.34% | -- | 2026-06-30 |
| 9 | COMP | COMPASS INC | 3.87M | $47.7M | $40.1M | 4.22% | +481.4K | 2026-06-30 |
| 10 | — | NU HLDGS LTD | 3.40M | $45.5M | $45.5M | 4.78% | +310.3K | 2026-06-30 |
| 11 | SMTC | SEMTECH CORP | 257.9K | $41.7M | $38.9M | 4.10% | -- | 2026-06-30 |
| 12 | — | GLOBALFOUNDRIES INC | 471.2K | $38.8M | $38.8M | 4.09% | -- | 2026-06-30 |
| 13 | — | ASML HLDG NV | 19.3K | $38.4M | $38.4M | 4.04% | -1,788 | 2026-06-30 |
| 14 | STM | STMICROELECTRONICS N V | 507.0K | $38.0M | $24.3M | 2.56% | -- | 2026-06-30 |
| 15 | — | TOWER SEMICONDUCTOR LTD | 131.2K | $34.2M | $34.2M | 3.60% | -20,450 | 2026-06-30 |
| 16 | NVDA | NVIDIA CORPORATION | 157.8K | $31.6M | $33.5M | 3.52% | -24,741 | 2026-06-30 |
| 17 | S | SENTINELONE INC | 1.79M | $30.4M | $42.0M | 4.42% | +134.1K | 2026-06-30 |
| 18 | — | DPC HOLDINGS PLC | 584.1K | $28.7M | $28.7M | 3.02% | -- | 2026-06-30 |
| 19 | DDOG | DATADOG INC | 92.9K | $24.2M | $21.4M | 2.25% | -- | 2026-06-30 |
| 20 | SNOW | SNOWFLAKE INC | 95.0K | $24.2M | $30.7M | 3.23% | -- | 2026-06-30 |
| 21 | META | META PLATFORMS INC | 42.2K | $23.8M | $28.3M | 2.98% | +2.9K | 2026-06-30 |
| 22 | NFLX | NETFLIX INC. | 309.5K | $22.1M | $24.1M | 2.54% | -187,286 | 2026-06-30 |
| 23 | MELI | MERCADOLIBRE INC | 8.1K | $13.7M | $14.8M | 1.55% | -484 | 2026-06-30 |
| 24 | ON | ON SEMICONDUCTOR CORP | 141.8K | $13.4M | $10.4M | 1.09% | -- | 2026-06-30 |
| 25 | COHR | COHERENT CORP | 33.0K | $13.0M | $8.9M | 0.94% | -61,098 | 2026-06-30 |
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